A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
Provide clients with information and reports about their portfolio.
General
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
A Senior Investment Administrator is being recruited to join a brilliant firm based in Manchester city centre.
An award-winning investment management and financial planning firm, the company will offer you a great working environment, where you will feel you will be able to meet your personal professional goals.
They have a very unique culture that is unrivalled in the sector.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
Every Broker is looking to grow and as an Account Executive you need to know that the options you're looking at are the right ones.
You're desperate for a new challenge but I'd be surprised if you wanted to start from scratch again, you've done that before - how nice would it be to take over a book of business and organically grow it!
We are working with a scaling Financial Advisory firm that is looking to take on 2 Financial Advisers to service inbound leads generated from their Whitelabel products.
The firm in question is passionate about making financial planning accessible to everyone.
Before the leads are sent through to you each lead will be pre-screened by an appointment makeer to ensure that you are spending time with a potential client who needs help planning for their future.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.